'Our People'

I am Craig White, Director and founder of Complete Wealth Solutions Ltd. I have worked in the Financial Services industry since 1990, experience that include working for one of Europe’s leading insurance companies. More recently in 2003 I joined a Cheltenham based IFA practice ‘Cleeve Financial Solutions’ of which I became a partner in April 2006. Following the retirement of the other partners in April 2009, I have taken over the clients of Cleeve Financial Solutions within Complete Wealth Solutions Ltd.

I live in Cirencester with my partner Samantha and work from my office at home. I enjoy most sports and can often be found either around the Cotswolds on my mountain bike, on a local golf course or down on the south coast doing my new found passion of yacht racing.

I am passionate about finance and enjoy helping clients identify their life goals and working closely with them. I believe that having a goal gives the financials real meaning and relevance, making it far more interesting than just numbers on paper. The service I offer is highly personalised and on a one to one basis, and over the years many clients have become personal friends.

I work closely with my clients and their existing advisers such as Accountants, Solicitors and Investment Managers. I do not claim to be an expert in all fields of advice, and to ensure my clients receive the best advice at all times, when areas require input from a specialist I may recommend use of a third party, but at all times I guide clients through the detail to ensure they full understand the technical aspects that are being put to them.

I have no shareholders to please (other than myself) and no sales targets to meet; my existence is achieved purely from building long term relationships with clients and good old fashion values of giving trusted advice in a simple and understandable language.

Thank you for visiting my website, I look forward to hearing from you if you would like to discover how I may be able to help you with your financial planning and help you acheive your life goals.

If you have any initial queries or would like too ask a specific question, please do contact me .